Oversee product onboarding and conduct due diligence on a diverse array of private wealth solutions, including mutual funds, structured products and alternatives including crypto-related products
Conduct product review tasks based on regulatory framework to ensure the product complies with all relevant regulatory requirements, meets market standards as well as fulfills predefined selection criteria
Work closely with operations and platform services team to ensure the trading of various investment products is supported adequately
Support sales management office for internal training, client queries and discussions
Qualifications
Bachelor's degree or above in Business, Finance, Economics or related disciplines
Professional qualification of CFA/FRM/CAIA is preferred but not a must
3-5 years of working experience, advanced knowledge in multi assets and macro-economic analysis is preferred
Excellent writing and presentation skills in both English and Chinese
Strong analytical ability with good communication and interpersonal skills
Self-motivated, mature, and comfortable with working independently while also being a team player
All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.